Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,832 | $76,407-17.8% | $150,298-58.2% | $82,448-23.8% |
| Participation rate | 86.7% | 66.4%+20.3pp | 77.8%+9.0pp | 68.1%+18.7pp |
| Annual return | 21.22% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $3,434 | $2,614+31.4% | $4,154-17.3% | $2,551+34.6% |
| Participant deferral / active EE | $7,073 | $3,214+120.0% | $5,453+29.7% | $4,139+70.9% |
| Admin fee / account holder | $5,573 | $6,352-12.3% | $14,116-60.5% | $7,234-23.0% |